User onboarding experience
ThoughtSpot’s onboarding is quick and intuitive; you can learn to use the application very quickly and efficiently.
When you begin using ThoughtSpot, the onboarding process starts automatically and guides you through a few basic scenarios.
Usually, you receive an email welcoming you to the onboarding process at ThoughtSpot.
To repeat user onboarding, see Revisit onboarding.
| Starting in May 2022, ThoughtSpot rebranded pinboards as Liveboards. For backward compatibility, we currently support internal processes and external methods that use the older naming convention. |
How onboarding works for the user
Your onboarding experience begins when you log in for the first time.
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Get Started
The initial welcome screen provides an overview of the onboarding process, and offers a quick video.
Watch the video, and click Continue.
Alternatively, you can click Exit to homepage at the upper right corner of the screen, and end the onboarding process.
This option appears at this and every subsequent step.
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Recommended data source
This screen introduces the primary data source for onboarding. The administrator selects this source before you begin.
Click Continue.
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Select a Liveboard
Consider which of the initial Liveboards to explore first, and click it.
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View your insights
Examine the Liveboard you selected, and learn what insights it provides.
Click Follow to receive periodic emails about this Liveboard.
Repeating the onboarding process
[Optional] Any user can repeat their onboarding experience at any time. Simply select Profile from the user icon on the upper right corner of the page, and under Experience, click Revisit Onboarding. See Revisit onboarding.
If you are a new user and you did not experience onboarding, please contact your administrator and request that they configure it for you and other new users.
You can always get additional help. As you start to use ThoughtSpot, we recommend that you review the Getting started.
